August 2020 Release Notes

26th August 2020 Release

In line with our previous major release in June, we have continued to work on improving the user experience and productivity, making it easier to manage and report on your projects and meetings.

Release Notes Content

• Projects - What's new?
• Meetings - What's new?
• What else?

Projects - What's new?

NEW REPORTING DASHBOARDS

Fluid's large range of pre-built dashboards have been designed to make project reporting easy whether you are a project manager, a PMO or a project stakeholder or executive. The various layouts can be applied to a single project or a portfolio of projects and offer reports on portfolio health, resourcing and financials as well as trend analysis and exception reporting.

The dashboards can be accessed by clicking on Switch Report layout on the project watchlist page.

NEW FINANCIAL REPORT

The new report makes it easy to stay on top of the project financials as it offers real-time visibility and up-to-date details of all financials related to the project, i.e. project actuals, forecast, estimated cost at completion, capitalisation, benefits and ongoing costs.

To access the new financial report, select Project Financials Report from the Reports dropdown menu on the Financials component or Status component of the project workspace.

NEW FINANCIALS SUMMARY DASHBOARD ON PROJECT WORKSPACE

A financials summary has been added to projects and programs that track financials (within this financial year & across the project life time) to show up-to-date costs, forecasts, budget and variances from the project funding and baseline.

Meetings - What's new?

NEW MEETING PAGE LAYOUT

The Meeting page layout has been redesigned to help you better manage your meetings. 

1. New left hand navigation bar
   • The top section of the vertical navigation bar allows you to quickly jump to the section you want to navigate to. The number against each section represents the number of items in the section, therefore making it easy to see at a glance which section has content.  
   • The bottom part of the navigation bar lists all the functionalities, grouped by categories, that you can use to better prepare your meetings and share the outcomes.
   • The list of functionalities listed depends on the status of your session, i.e. whether the session is upcoming or has already taken place.
   • If the session is upcoming, the left navigation tools help you to better prepare your meeting. You can:
     • add previous meetings actions so that you can discuss any incomplete tasks
     • send pre-meeting actions 
     • send a calendar invite 
     • email or download the agenda
   • If the session has been concluded, you can:
     • email or download the meeting minutes
2. New page layout 
   • The page main section has been redesigned too to place the focus on the session content.
   • The Attendees and Guests sections have therefore been moved to the bottom of the page.
3. New meeting session read only view
   • The page displays a read only view when the session has been concluded and can no longer be edited. This view has also been redesigned to make it easier to read the minutes of the meeting.
   • Use Hide Description / Show Description toggle to hide or show the session items' description.

MEETING AGENDA TEMPLATES

Meeting templates are a new feature that allows you to save your meeting agenda as a template that you can then use to create any future sessions or meetings. The agenda of sessions created from templates are pre-populated with all the agenda items listed in the templates, therefore reducing meeting preparation time. They are also great to enforce meeting standardisation across your organisation. 

Create a meeting agenda template

Meeting owners and facilitators can create a meeting agenda template from any meeting sessions at any time.

To save your meeting session content as a template, select Save as Meeting Template from the left hand navigation bar.

This page allows you to add more information about your template and review the agenda items.

• Template name
  • this field is mandatory. We recommend you give your template a name that helps you to easily identify what the template is about.
• Description
  • Enter a short description to explain what your template is about. 
• Template Paybook
  • Use this field to explain how to run a meeting with this template.
•  Privacy Settings
  • When creating a template you need to indicate how you want this template to be used going forward.
    • you can set the template to be used for this meeting only
    • or you may decide to share this template across all your meetings
    • or you can make the template public, meaning that anybody in your organisation can use it.

                    By default the templates are set to be shared across all your meetings.

• Agenda Items
  • This section lists all the agenda items that will be added to any session using this template. You can edit the meeting agenda items by clicking on the item. 
  • Couple of things to note
    • Item assignees - you can now set the assignees to @Meeting, @Owners or @Members.
    • Due Date - the due date is expressed in number of days before or after the session.

When saving the template, you will be asked if you would like the template to be set as the default template for any future sessions you create. Leave the checkbox ticked if you would like the template to be the default template for your meeting series

Create a new meeting

When creating a new meeting, you will be asked if you want to start you session from scratch or use an existing template (providing that meeting agenda templates exist). You can select a template from your organisation (templates that have been saved as Public) or one of your own templates.

Selecting a template will take you to a screen where you can see the meeting template playbook as well as a preview of the template.

Confirm that you want to use your selected template by clicking on Use this template. Alternatively, click Back to choose another template.

Once you have confirmed the template you want to use, you will be prompted to enter the meeting details. You can still change the template you selected by clicking on Change Template button.

After clicking on the Create button, you will be taken to the meeting session page. If you selected to create your meeting from a template instead of starting from scratch, you will see your meeting session pre-populated with the agenda items of the template.

Note that you can also select a template when you create a new session and you can also re-create your session from a template.

What else?

MULTI SELECT CUSTOM PROPERTIES 

It is now possible to create custom properties for which you can select more than one value from a list of options.

BUG FIXES

• Fixed a race condition that prevented email domains to be created.
• Fixed tasks re-ordering on Sprint and Kanban boards.